The Independent Advisors

Mark McEvily
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The Independent Advisors

A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management. Address: 35 Park Ave. Dayton, OH. 45419 Phone: 937-938-9105

  1. 6 DAYS AGO

    The Independent Advisors Podcast Episode 286: Buying the Dip

    Show Notes Social Media:Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagementTwitter: @jessupwealth Instagram: @jessupwealthhttps://www.jessupwealthmanagement.com/disclosures-page (https://www.jessupwealthmanagement.com/disclosures-page)

    26 min

  2. JAN 23

    The Independent Advisors Podcast Episode 285: Herd Mentality Doesn't Work On Wall Street.

    Show Notes:https://x.com/chamath/status/1873144394100187263?s=12&t=Godkt5FzuqWcmpmvo2G5Jg https://x.com/mikezaccardi/status/1873096140364890515?https://x.com/mikezaccardi/status/1875908291093823587?https://ofdollarsanddata.com/rent-vs-buy-calculator/Social Media:Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagementTwitter: @jessupwealth Instagram: @jessupwealthhttps://www.jessupwealthmanagement.com/disclosures-page (https://www.jessupwealthmanagement.com/disclosures-page)

    40 min

  3. JAN 16

    The Independent Advisors Podcast Episode 284: Special Guest, Alfonso De Pablos!

    Show Notes:https://www.linkedin.com/in/r%C3%A9gulo-alfonso-depablos-9159821ab@alfchartshttps://www.stockmarkettv.com/alfonsos-daily-note

    26 min

  4. JAN 9

    The Independent Advisors Podcast Episode 283: Beef, Banks and Bears

    Show Notes:Blog post from Adam Turnquist on 1/2/25 titled “Santa Claus Rally in Jeopardy - https://www.lpl.com/research/blog/santa-claus-rally-in-jeopardy.html?Tweet from Ryan Detrick on 12/31/24 - https://x.com/ryandetrick/status/1874127859624861918?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Article from ThinkAdvisor by David Blanchett titled “How Retirement Age & Social Security Claiming Age are Related” with commentary from Kitces.com on 12.16.24 - https://www.thinkadvisor.com/2024/12/16/how-retirement-age-and-social-security-claiming-age-are-related/

    36 min

  5. JAN 2

    The Independent Advisors Podcast Episode 282: 2025, Where we stand and where we might be headed.

    Tweet from Charlie Bilello on 12.19.24 - https://x.com/charliebilello/status/1869731498439647290?The IRS Is Sending up to $1,400 to One Million People: Are You Eligible? By Kelley Taylor https://www.kiplinger.com/taxes/irs-sending-payments-to-one-million-people (https://www.kiplinger.com/taxes/irs-sending-payments-to-one-million-people)FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y

    44 min

  6. 12/19/2024

    The Independent Advisors Podcast Episode 281: Nothing in life is guaranteed

    Show Notes:Tweet from Jason Goepfert on 12.18.24 - https://x.com/jasongoepfert/status/1869490448374649331?Article written on Schaeffer’s Investment Research titled “What the Latest Dow Shakeup Could Mean” by Rocky White back on 11/5 - https://www.schaeffersresearch.com/content/analysis/2024/11/05/what-the-latest-dow-shakeup-could-mean?Article written by Jason Zweig in the WSJ on 9/20/24 titled “Solving the Mystery of an Investment That’s Too Good to Be True” - https://www.wsj.com/finance/investing/yield-term-deposits-paul-regan-8042122d Blog post from Ben Carlson titled “The 4 Types of Investment Mistakes“ - https://awealthofcommonsense.com/2024/12/the-4-types-of-investment-mistakes/ Review of S&P Earnings Growth over 10 YearsSource: FactSet Research from 12/13/24, https://x.com/FactSet/status/1867645942377120055Research from Mohamed A. El-Erian on 12/18/24, • https://x.com/elerianm/status/1869504011931472152• https://www.bloomberg.com/opinion/articles/2024-12-16/the-fed-faces-an-important-choice-after-this-rate-cut?

    44 min

  7. 12/12/2024

    The Independent Advisors Podcast Episode 280: Embrace Panic

    Show Notes:https://x.com/nickgerli1/status/1865160521428750756 https://x.com/nickgerli1/status/1865162039842513110 Blog post from Ben Carlson on 11.14 titled “Is the United States Going Broke?” - https://awealthofcommonsense.com/2024/11/is-the-united-states-going-broke/ Charlie Bilello’s 7 Lessons from 2024 (12/10/24)https://bilello.blog/2024/7-lessons-from-2024? (https://bilello.blog/2024/7-lessons-from-2024?utm_source=charlies-newsletter-88171d.beehiiv.com&utm_medium=newsletter&utm_campaign=7-lessons-from-2024&_bhlid=2852801f18a20f2754962fcdfec8c715f0f9a749)

    40 min

  8. 12/06/2024

    The Independent Advisors Podcast Episode 279: The tail that wags the dog.

    Show Notes:Blog Post from Ryan Detrick on 11.25.24 titled “What Happens After Back To Back 20% gains?” - https://www.carsongroup.com/insights/blog/what-happens-after-back-to-back-20-gains/?Mark Item #3 – Post on X from Jesse Felder on 11.19.24 - https://x.com/jessefelder/status/1858922638942630161?Financial Planning Topic of the week – Scared To Spend? (You’re Not Alone) By Fritz Gilbert 11/21/2024 -https://www.theretirementmanifesto.com/scared-to-spend-youre-not-alone/ (https://www.theretirementmanifesto.com/scared-to-spend-youre-not-alone/)

    43 min
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About

A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management. Address: 35 Park Ave. Dayton, OH. 45419 Phone: 937-938-9105

Information

  • Creator
    Mark McEvily
  • Years Active
    2024 - 2025
  • Episodes
    285
  • Rating
    Clean
  • Copyright
    © Copyright 2025 The Independent Advisors
  • Show Website
    The Independent Advisors

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